BBR PARTNERS, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1352467 NEW YORK, NY

Position in VB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$412,546

+$53,978 QoQ

Shares Held

1,361

-0.6% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#285

of 377 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$412,546	1,361	-0.6%	Shares	Sole	2026-08-11
2026-03-31	$358,568	1,369	-69.7%	Shares	Sole	2026-05-12
2025-12-31	$1,166,965	4,524	-10.1%	Shares	Sole	2026-02-11
2025-09-30	$1,279,028	5,030	-13.6%	Shares	Sole	2025-11-07
2025-06-30	$1,378,986	5,819	+114.7%	Shares	Sole	2025-08-14
2025-03-31	$600,942	2,710	+0.5%	Shares	Sole	2025-05-14
2024-12-31	$648,035	2,697	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$638,806	2,693	-0.1%	Shares	Sole	2024-11-13
2024-06-30	$587,617	2,695	-19.2%	Shares	Sole	2024-08-05
2024-03-31	$762,119	3,334	+14.1%	Shares	Sole	2024-05-14
2023-12-31	$623,136	2,921	-15.0%	Shares	Sole	2024-02-13
2023-09-30	$649,455	3,435	0.0%	Shares	Sole	2023-11-14
2023-06-30	$683,187	3,435	-34.4%	Shares	Sole	2023-08-08
2023-03-31	$993,104	5,239	0.0%	Shares	Sole	2023-05-11
2022-12-31	$961,566	5,239	0.0%	Shares	Sole	2023-02-13
2022-09-30	$895,397	5,239	-44.8%	Shares	Sole	2022-11-10
2022-06-30	$1,672,340	9,496	-62.2%	Shares	Sole	2022-08-12
2022-03-31	$5,339,777	25,126	+79.8%	Shares	Sole	2022-05-16
2021-12-31	$3,158,715	13,976	+388.7%	Shares	Sole	2022-02-08
2021-09-30	$625,396	2,860	0.0%	Shares	Sole	2021-11-12
2021-06-30	$644,300	2,860	+0.1%	Shares	Sole	2021-08-13
2021-03-31	$611,840	2,858	0.0%	Shares	Sole	2021-05-17
2020-12-31	$556,395	2,858	-20.9%	Shares	Sole	2021-02-16
2020-09-30	$555,371	3,611	+0.4%	Shares	Sole	2020-11-12
2020-06-30	$524,154	3,597	-21.7%	Shares	Sole	2020-08-11
2020-03-31	$530,100	4,592	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.